Platform overview

One platform from questionnaire to dataset.

Joripo is three apps around one server: a web console for the office, Joripo Collect for the field and Joripo Desktop for the analyst. This page shows how they fit together at each stage of a survey, and who on your team does what.

The Monitor page: totals for workspaces, forms, submissions and open quality flags, and each form's submissions, pace and open flags

Joripo's console, showing a demo workspace with synthetic data.

The survey lifecycle

Five stages, one place to run them.

Many teams stitch together a form tool, spreadsheets of quality checks and a folder of export scripts. In Joripo each stage hands its work straight to the next: the form you test is the form the phones run, the checks know which question holds the enumerator, and exports can carry each interview's count of quality flags.

  1. Design & test

    Upload an XLSForm or edit one in the browser, then test it on the same engine the phones use.

  2. Deploy

    Make the form live, set up data collectors and phones, and load case lists.

  3. Collect

    Enumerators work offline in Joripo Collect; respondents can fill web forms.

  4. Monitor & review

    Checks run on each interview as it arrives, and reviewers settle what they find.

  5. Export & deliver

    Files for Stata, SPSS and Excel, for your analysts and for your funders.

Stage by stage

What happens at each stage, and who does it.

Each person works in the part of Joripo their role allows. Managers run the survey, reviewers check the data, data collectors only collect.

Stage 1 · Design & test

Catch form problems at your desk, not in the field.

Joripo compiles XLSForms itself and checks that its form engine can open the result before anything goes live.

Who does this

  • Managers
  • Owners
  • Reviewers, for testing
  • A workbook with problems is refused with every issue listed by sheet, row and column, and the live form stays as it was
  • The browser tester runs the same engine and form definition as Joripo Collect and web forms, with a form inspector showing every calculated value
  • The Form Designer edits a deployed form as field cards or as its spreadsheet sheets
  • Every version is kept with who deployed it and when, and a Word questionnaire can be generated from it

How form design works

Stage 2 · Deploy

Put the form in the field and decide who can collect.

A successful upload goes live for phones and web forms in one step. There is no separate draft stage, so test first. Then set up the people and phones that will collect.

Who does this

  • Owners
  • Managers
  • Owners add data collectors with a username and assign them to workspaces
  • Choose whether a person's first phone is approved at once or every new phone waits, then approve, reject or revoke phones
  • Import a beneficiary list as a case list and assign cases to enumerators
  • Share a web link for each form, with anonymous access when respondents fill it themselves

Phones and field teams

The Collect page: each workspace's web form switch, form links with their access setting, and counts of data collectors and phones

Stage 3 · Collect

Keep interviewing when the signal drops.

Joripo Collect keeps forms, drafts and case lists on the phone. Interviews are saved every few seconds, and finalized forms go out by themselves when a connection returns, even with the app closed.

Who does this

  • Data collectors
  • Managers
  • Respondents, on web forms
  • GPS with accuracy thresholds, photos, audio, signatures and barcodes
  • Text audits and audio audits, on the phone and in web forms
  • A case worklist with claims, so two enumerators are not sent to the same respondent
  • ODK Collect works too, over OpenRosa

About Joripo Collect

Stage 4 · Monitor & review

Find the problem while the team can still go back.

Twelve checks run on each interview the moment it reaches the server. The other sixteen, such as enumerator comparisons, back-checks and Benford's law, run across everything a form has collected whenever a manager starts them.

Who does this

  • Managers run checks
  • Reviewers settle findings
  • Partners, when shared
  • Every finding says which question, what was entered, what was expected and which enumerator
  • Resolve or dismiss with a note; a dismissed finding re-opens only if it gets 1.5 times worse or newly crosses a hard limit
  • Enumerator scorecards show each person's share of interviews flagged and median duration
  • Quota tracking shows achieved against target for each stratum

How the checks work

Stage 5 · Export & deliver

Hand over files analysts can open straight away.

Download .csv, .xlsx, Stata .dta or SPSS .sav, wide or long, with a generated Stata do-file of labels. The WIDE CSV keeps the SurveyCTO-compatible layout and file names, so existing master do-files find Joripo's files.

Who does this

  • Reviewers
  • Managers
  • Owners
  • Partners with a download role
  • Identifying answers pseudonymised, redacted or coarsened for anyone without identity access
  • Share a single workspace with a funder, with its own password and an optional end date
  • Joripo Desktop keeps an offline copy on Windows and exports it on a schedule
  • R, Stata or Python scripts download exports with a read-only API token

Exports and Joripo Desktop

The Data Exporter: export files ready to save, with other downloads such as Stata, SPSS and the quality report

How it connects

Three apps, other clients and one server.

Everything meets on your organisation's Joripo server. Phones and browsers send submissions in, analysts and scripts take data out, and the office works in the console. People sign in to the console, Joripo Collect and Joripo Desktop the same way: server name, email or username, and password.

How Joripo's apps connect to one server Joripo Collect on Android, web forms in a browser and ODK Collect over OpenRosa send submissions to the Joripo server, which holds the console, the quality checks and storage. Joripo Desktop on Windows and scripts with read-only API tokens take data out, and staff and external partners work in the console. Submissions come in 1 Joripo Collect Android, offline 2 Web forms Any browser, online 3 ODK Collect Over OpenRosa 4 Joripo server Console Quality checks Storage 5 Joripo Desktop Windows, offline 6 Your scripts Read-only API token 7 Console users Staff and partners Data goes out; people work in the console
  1. Joripo Collect

    The Android app for enumerators. It works offline and sends finalized forms when a connection returns.

  2. Web forms

    A link for each form, filled in any browser. It needs a connection to load and to submit.

  3. ODK Collect

    Connects over OpenRosa with a device-key QR code, or with a password once an owner allows it.

  4. Joripo server

    Runs the console and the quality checks, and stores forms, submissions and attachments. Each organisation's data is kept apart from every other.

  5. Joripo Desktop

    A Windows app for reviewers and above. It keeps an offline copy of a workspace and exports it on demand or on a schedule.

  6. Your scripts

    R, Stata or Python scripts download exports with a personal API token that can only read.

  7. Console users

    Owners, managers, reviewers and external partners work in a browser, each seeing only what their role allows.

Roles and permissions

Who can do what.

Four roles inside the organisation, plus external clients for people outside it. Every permission is checked on the server, on console pages, exports, attachments and the API alike.

What each role can do in Joripo
 OwnerManagerReviewerData collectorExternal client
Use the web consoleYesYesYesNoShared workspaces only
Add people, set roles, choose how new phones are approvedYesNoNoNoNo
Create workspacesYesYesNoNoNo
Design and deploy formsYesYesNoNoForm and data manager
Approve phones and manage device keysYesYesNoNoNo
Manage server datasets and case listsYesYesNoNoData manager and above
Configure and run quality checksYesYesNoNoNo
Review quality findingsYesYesYesNoData manager and above
Read submissions in the Data ExplorerYesYesYesNoViewer and above
Export data and attachmentsYesYesYesNoData downloader and above
Share a workspace with outside peopleYesYesNoNoNo
Collect in Joripo Collect and web formsYesYesNoYesNo
API tokens and Joripo DesktopYesYesYesNoNo
Restricted workspaces. By default managers and reviewers see every workspace. Turn on Restricted workspaces and they see only the ones they are assigned to, and a manager can be limited to Reviewer only or Data collector only in one workspace. Roles themselves are fixed; there are no custom roles.
External clients. Someone outside the organisation, such as a funder or partner, gets one workspace with one of four share roles: Viewer, Data downloader, Data manager, or Form and data manager. Each share has its own password and an optional end date, and viewers and downloaders can also be shown the quality results.

Foundations

Familiar to XLSForm users, from the form up.

Joripo is built so that a team moving from another tool keeps its questionnaires, its habits and its analysis scripts.

  • XLSForm as you know it

    XLSForm workbooks are compiled by Joripo itself, and any form can be tested in the browser before fieldwork.

  • An open-source form engine

    Built on ODK's open-source XForms engine, extended by Joripo, in the tester, web forms and Joripo Collect.

  • Free to start

    5,000 submissions a month free. Paid plans have every feature on every submission, and every plan has unlimited team members.

  • Hosted, or on your own servers

    Use Joripo's hosted service, or talk to us about running Joripo on infrastructure you control.

See the whole lifecycle with your own form.

Send us a questionnaire you have used before. We will show it moving through Joripo: tested in the browser, collected offline, checked on arrival and exported for Stata.

Already using Joripo? Log in to your server.